Dynamics Maps – Visual Representation of CRM Records
Dynamics Maps adds visual representation to CRM records. With Dynamics Map presents records on map based on their distance range from other records of same entity or other records of related entities, like all Students within selected distance range from selected Campus or all Accounts within selected distance from selected Branch Office.
Searched and filtered results are displayed in a map, grouped by color (with legend), click to open configurable Info-Box, with URL for one click to open the record.
Dynamics Maps is user configurable:
- Which customized or OOB entity is configured to display maps
- Group records by any attribute (field)
- Menu / button names
- Define fields to be presented in the Info-Box (which is opened when push pin is clicked)
- Build in workflow to automatically update the record’s fields that represent Latitude & Longitude based on any field or fields that are assigned to store the record’s address. Click here to learn how to create the workflow